Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,627
Closed -$412K 798
2025
Q1
$412K Buy
+5,627
New +$412K 0.19% 177
2024
Q3
Sell
-478
Closed -$34.5K 1075
2024
Q2
$34.5K Buy
+478
New +$34.5K 0.05% 637